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Onboard new clients, execute transactions, enhance client service, support sub-brokers and gain a competitive edge with our comprehensive platform.
Scale your distribution business by enabling paperless onboarding and transactions, organizational hierarchy, sub-brokers and advanced reports. Top it all off with assisted transactions and a mobile app that is a joy to use
A boon for corporates is FundCore's ability to seek multi-level limit-based approval in line with Board Resolutions thereby ensuring Audit and Compliance
Investment Policy guidelines can be configured as Guardrails. These Guardrails are applied before and after order execution preventing slippages as well as notifying the institution in case of any non-compliance due to market movements
A pyramid based organizational hierarchy covering Regions, Zones, Branches, Employees, sub-brokers and Families ensures right-person right-access
Industry leading ability to calculate and accrue brokerage based on AMC structure including variations for NFOs, campaigns and locations. Transparently compute commission payout to sub-brokers based on category.
FundCore allows you to launch and track targeted marketing initiatives for specific client segments, promote relevant investment products. Plus, pre-configured recommendations, baskets and goals streamline the sales process by offering well-diversified solutions.
The platform that comes with Data. AMC, Scheme, NAV and Portfolio come built in so that you don't have to ever worry about missing or inconsistent data.
The Star of the show - our deep integration with BSE. From paperless onboarding, mandate creation, execution of orders all the way to payment and authorization. We've integrated to be seamless
Multiple template based notifications that keep Investors and partners in loop. Order Capture, SIP reminder, Missed SIP payment notifications ensure that nothing slips between the gaps.
Dashboards that provide a clear and crisp overview of information based on the user type. Clients see Invested, Current and Returns, while partners see Clients, AUM and Revenue.
This helps to visualize and analyze critical data and make data-driven decisions.
Comprehensive client level reports inlcuding portfolio, performance, Capital Gain/Loss, SIPs, Account Statement, Projected Gain/Loss and more
Reports that drive your Business ahead. Reports on SIPs, AUM, Collections and Opportunities available to those who need it whenever they need it.
Built in slicing and dicing make these reports a gold mine of information.
